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Silicon Laboratories reported Q2 FY2026 revenue of $228.2 million, below the consensus of $231.1 million. Adjusted earnings per share were $0.71, above the consensus of $0.67.
Revenue rose from $192.8 million a year earlier. The company’s filing attributed the increase to higher sales of both Industrial & Commercial and Home & Life products, with unit volumes rising across its products.
Gross margin increased to 61.6% from 56.1% a year earlier. The filing said indirect and overhead expenses fell as a share of revenue. Operating expenses rose, primarily because of personnel-related costs and costs related to the merger, while the operating loss narrowed.
Silicon Laboratories reported diluted earnings per share of −$0.32, compared with −$0.67 a year earlier. Free cash flow was −$26.8 million, compared with −$3.8 million in the prior-year quarter. The filing said inventory increased to help minimize potential supply disruptions and meet forecast demand.
| Q2 FY2026 | Q2 FY2025 | Change | |
|---|---|---|---|
| Revenue | $228.2 million | $192.8 million | 18.3% |
| Diluted EPS | −$0.32 | −$0.67 | — |
| Gross margin | 61.6% | 56.1% | 5.6 percentage points |
| Operating margin | −4.67% | −11.9% | 7.2 percentage points |
| Free cash flow | −$26.8 million | −$3.8 million | — |
| Against the consensus | Reported | Consensus | Result |
|---|---|---|---|
| Adjusted EPS | $0.71 | $0.67 | Beat by 5.97% |
| Revenue | $228.2 million | $231.1 million | Missed by 1.25% |
Adjusted EPS is the figure the consensus estimates, not the GAAP EPS above.
What management said on the call
No earnings call was available for Silicon Laboratories’ latest quarter, so management’s call commentary cannot be reported.
Guidance
Silicon Laboratories’ latest guidance was not available, so its outlook cannot be compared with its previous guidance. Separately, the company’s filing says it generally expects average selling prices to decrease as products mature.